Financial services firms have unique challenges creating smooth experiences for customers and users. Your CX/UX team has a big impact on building and maintaining trust with your customers. What can you do to create experiences that keep your customers coming back? How does your CX/UX function fit into the broader context of your financial services enterprise?

Join Argyle’s CX/UX For Finance Leadership Forum on February 21, 2023 to help increase your CX/UX team’s positive impact on your financial services business.

You’ll learn how CX/UX and finance professionals can join forces to build positive customer and user experiences in this challenging industry.

You will also learn:

  • How to address the financial services industry’s unique CX/UX needs
  • How to improve your CX/UX for greater profitability
  • How to build and sustain a cycle of continuous CX/UX improvement
  • How to help your financial services professionals buy in to improving CX/UX when they don’t work with customers directly




Yaddy Arroyo

Vice President / Principal VUI designer (NLU & Emerging)
Large Financial Institution

Logan Bennett

Personalization Experience Lead

Ramu Dhara

Vice President User Experience Lead eRates Markets Pre Trade

Musa Hanhan

Managing Director

Clinton Smith

Director of Customer Service, North America
FuelCell Energy

Mercer Smith

Vice President, CX Insights and Community


Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.

Monique Elliott

Senior Vice President, Global Marketing, Industrial Automation
Schneider Electric

Trish Lilley

Chief Marketing & Business Development Officer
Stroock & Stroock & Lavan LLP

Malorie Maddox

Chief Marketing, Communications and Strategy Officer
Blue Cross and Blue Shield of Nebraska

Sean Moieny

CCXP, Digital Experience Leader and Advisory Board Member
University of Calfornia, Irvine (UCI)

Dr. Koen Pauwels

Distinguished Professor of Marketing, Founder of the DATA-Inititative
Northeastern University

Tracy Robertson

Global Vice President, Customer Experience (CX) & Marketing
Kimberly-Clark Professional

Katrina Schiedemeyer

Customer Experience and Innovation
Publicis Sapient

Eric Schwartzman

The Digital Pivot: Secrets of Online Marketing